Lightweight entry and smart screening
Individuals were starting a journey designed for companies. The Commercial team identified the mismatch only after entry and had to requalify leads late, creating unnecessary effort on both sides.
Use the company tax ID (CNPJ) as the sole initial data point to confirm business eligibility before screening — keeping entry short and avoiding effort on a journey incompatible with individuals.
Making the tax ID (CNPJ) the gateway could introduce a barrier: comprehension issues, typos, lookup errors or data unavailability could interrupt the journey before value perception — also blocking eligible companies through avoidable friction.
Pre-registration entry, typing start, CNPJ validation, failure reasons and progression to screening.
- A single data point to begin
- Eligibility verified right at entry
- One decision at a time
- Seven questions, visible progression
The screening turned criteria that the Commercial team previously investigated manually into structured signals from the very start of the journey.
How much context and guidance the partner needs to get started.
Calibrate the onboarding level and introductory content.
How the company's current activity relates to consortium sales.
Interpret the profile without relying on prior experience as the sole indicator.
The current scale of the operation and its capacity to generate opportunities.
Size the potential and the need for commercial follow-up.
Whether consortium already represents a significant revenue stream or is still in the exploration phase.
Distinguish mature operations from partners who need more guidance.
The remaining questions complement the prospect's commercial and operational profile, preventing qualification from depending on a single indicator.
Complete the operational profile without reducing qualification to a single indicator.
Post-launch data did not indicate that the screening structure was the main internal barrier.
The Results chapter defines the cohort, period and denominators behind this reading.
The goal was not just to approve or reject. It was to understand maturity, fit and potential to tailor follow-up without requiring a full registration before that reading.